990 DISCLOSURE Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) 20 17 OMB No. 1545?0047 Depanmen, Ofthe Treasury Do not enter social security numbers on this form as it may be made public. Open to Public Internal REVenue Service Go to for instructions and the latest information. Inspection A For the 2017 calendar year, or tax year beginning and ending Check if Name of organization Employer identification number applicable: EDI SON ELECTRI INSTITUTE, INC . y?a?ge Doing business IrreittLiII?lh Number and street (or P.O. box if mail is not deiivered to street address) Room/suite Telephone number imp, 701 AVENUE, N.W. 202-508-5000 gergm- City or town, state or province, country, and ZIP or foreign postal code Gross receipts QTUeered WASHINGTON i-i(a) Is this a group return Name and address of principal officer:THOMAS . KUHN for subordinates? : Yes No SAME AS ABOVE HOLT) Are all subordinates NO Tax-exempt status: 501(c)(3) Ill 501(c)( 6 (insertno.) 4947(a)(1) 0r 527 If attach a list. (see instructions) Website: . EEI . ORG i-i(c) Group exemption number Form of organization: ILI Corporation Association Other} I Year of formation: 19 3 3 iVl State ofiegai domicile:VA I?Part Summary In 1 Briefiy describe the organization?s mission or most significant activities: TO PROVIDE A FORUM FOR THE ELECTRIC UTILITY INDUSTRY. 2 Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets. 3 3 Number of voting members of the governing body (Part VI, iIne 1a) 3 6 4 4 Number of independent voting members of the governing body (Part VI, iine 1b) 4 6 4 5 Total number of individuals employed in calendar year 2017 (Part V, line 2a) 5 2 3 4 6 Total number of volunteers (estimate If necessary) 6 0 0 7 a Total unreiated business revenue from Part coiumn (C), line Net unreiated business taxable income from Form 990-T, line 34 7b 7 9 - Prior Year Current Year a, 8 Contributions and grants (Part line 1h) 0 . 0 . 9 Program service revenue (Part line 2gInvestment income (Part column (A), lines Other revenue (Part column (A), lines 5, 6d, 80, QC, 100, and 11e) 0 . 0 . 12 Total revenue - add lines 8 through 11 (must equal Part column (A), line 12Grants and similar amounts paid (Part IX, column (A), iines 1-Benefits paid to or for members (Part IX, column (A), line 4) 0 . 0 . 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-1016a Professionai fundraising fees (Part IX, cqumn (A), line 11e) 0 . 0 . Total fundraising expenses (Part IX, coiumn (D), iine 25) 0 . 17 Other expenses (Part IX, column (A), lines 11a-1 1d, 11f-24eTotal expenses. Add lines 13-17 (must equai Part IX, cqumn (A), iine 25Revenue iess expenses. Subtract line 18 from line Beginning ofGIirrentYear End of Year ?g 20 Totalassets(PartX,Iine16) 136,459,383. 142,022,849. 5?52 21 Totalliabilities(PartX,iine26) 105,971,469. 112,958,077. 22 Net assets or fund balances. Subtract line 21 from iine Part II Signature Block Under penalties of perjury, i deciare that I have examined this return, including accompanying schedules and statements, and to the best of my knowIedge and belief, it is true, correct, and compiete. Declaration of preparer (other than officer) is based on ail information of which preparer has any knowiedge. Sign Signature of officer Date i-iere JOHN . SCHLENKER Type or print name and title Print/Type preparer's name Preparer's signature ?8 I EAL) Date gheck Paid HEMALI PATEL 1 1/15/18 self-emp?oyed Preparer Firm's name CLIFTONLARSONALLEN LLP Firm's 41-0746749 Use Only Firm's address 9 0 . GLEBE ROAD SUITE 2 0 0 ARLINGTON, VA 22203 Phoneno.57l-227-9500 May the IRS discuss this return with the preparer shown above? (see Instructions) 732001 11-28-17 LHA For Paperwork Reduction Act Notice, see the separate instructions. ILI Yes No Form 990 (2017) Form990(2017) EDISON ELECTRIC INSTITUTE, INC Part III I Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line in this Part III 1 13-0659550 Page2 .................................................................................... Briefly describe the organization's mission: THE EDISON ELECTRIC INSTITUTE(EEI) IS THE ASSOCIATION THAT REPRESENTS ALL U.S INVESTOR-OWNED ELECTRIC COMPANIES. OUR MEMBERS PROVIDE ELECTRICITY FOR 220 MILLION AMERICANS, AND OPERATE IN ALL 50 STATES AND THE DISTRICT OF COLUMBIA. AS A WHOLE, THE ELECTRIC POWER INDUSTRY 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? LIIlYes LI1No LIIlYes No If Yes, describe these new services on Schedule 0. 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? If Yes, describe these changes on Schedule 0. 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501 (c)(3) and 501 (c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 4a (Code: ____________ ) (Expenses $ ________________________________ including grants of $ ________________________________ ) (Revenue $ ________________________________ EEl'S CLEAN ENERGY ACTIVITIES COMPRISE A HOST OF ACTIVITIES RELATED TO THE EVOLVING ELECTRIC GENERATION FLEET; A RANGE OF ENVIRONMENTAL REGULATIONS AND POLICIES; WHOLESALE ELECTRICITY MARKETS; THE NEED FOR A DIVERSE MIX OF GENERATION SOURCES AND INTERCONNECTION POLICIES. AS THE ASSOCIATION OF INVESTOR-OWNED ELECTRIC COMPANIES, THESE PROGRAMS AND ACTIVITIES RELATE TO EEl'S MISSION. 4b (Code: ____________ ) (Expenses $ ________________________________ including grants of $ ________________________________ ) (Revenue $ ________________________________ EDISON ELECTRIC INSTITUTE (EEl) IS FOCUSED ON A NUMBER OF GRID MODERNIZATION ACTIVITIES RELATED TO PROMOTING THE VALUE OF THE ENERGY GRID; GRID TECHNOLOGY INVESTMENTS; THE CYBER AND PHYSICAL SECURITY OF THE GRID; AND THE PLANNING, BUILDING, AND OPERATION OF THE DISTRIBUTION SYSTEM. AS THE ASSOCIATION OF INVESTOR-OWNED ELECTRIC COMPANIES, THESE PROGRAMS AND ACTIVITIES RELATE TO EEl'S MISSION. 4c (Code: ____________ ) (Expenses $ ________________________________ including grants of $ ________________________________ ) (Revenue $ ________________________________ EEl'S CUSTOMER SOLUTIONS ACTIVITIES ARE FOCUSED ON MEETING CUSTOMERS' CHANGING NEEDS AND EXPECTATIONS AND ENSURING THAT COMPANIES ARE ABLE TO OFFER CUSTOMERS THE PRODUCTS AND SERVICES THEY WANT TO PARTNER WITH POLICYMAKERS, INDUSTRY ALLIES, RESIDENTIAL, COMMERCIAL AND INDUSTRIAL CUSTOMERS, AND NON-TRADITIONAL ALLIES TO PROVIDE INNOVATIVE ENERGY SOLUTIONS. AS THE ASSOCIATION OF INVESTOR-OWNED ELECTRIC COMPANIES, THESE PROGRAMS AND ACTIVITIES RELATE TO EEl'S MISSION. 4d Other program services (Describe in Schedule 0.) (Expenses $ 4e including grants of $ ) (Revenue $ Total program service expenses Form 990(2017) 732002 11-28-17 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 EDISON ELECTRIC INSTITUTE, INC. 13-0659550 Page3 I Yes I 1 No Is the organization described in section 501 (c)(3) or 4947(a)(1) (other than a private foundation)? If Yes, complete Schedule A 2 Is the organization required to complete Schedule B, Schedule of Contributors? 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for 4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect public office? If Yes, complete Schedule C, Part I during the tax year? If Yes, complete Schedule C, Part II 5 x 5 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If Yes, complete Schedule D, Part I 7 i•i Is the organization a section 501 (c)(4), 501 (c)(5), or 501 (c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If Yes, complete Schedule C, Part III 6 i•r 6 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If Yes, complete Schedule D, Part II 8 Schedule D, Part III 9 7 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If Yes, complete 8 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If Yes, complete Schedule D, Part IV 10 endowments, or quasi-endowments? If Yes, complete Schedule D, Part V 11 9 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent 10 If the organization's answer to any of the following questions is Yes, then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable. a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If Yes, complete Schedule D, Part VI X h a b Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If Yes, complete Schedule D, Part VII lib c Did the organization report an amount for investments - program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If Yes, complete Schedule D, Part VIII lic d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If Yes, complete Schedule D, Part IX e Did the organization report an amount for other liabilities in Part X, line 25? If Yes, complete Schedule D, Part X f lid lie X h f X Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If Yes, complete Schedule D, Part X 12a Did the organization obtain separate, independent audited financial statements for the tax year? If Yes, complete Schedule D, Parts XI and XII 12a b Was the organization included in consolidated, independent audited financial statements for the tax year? If Yes, and if the organization answered No to line 12a, then completing Schedule D, Parts XI and XII is optional 13 Is the organization a school described in section 1 70(b)(1 )(A)(ii)? If Yes, complete Schedule E 14a Did the organization maintain an office, employees, or agents outside of the United States? X 12b 13 14a b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If Yes, complete Schedule F, Parts I and IV 15 foreign organization? If Yes, complete Schedule F, Parts II and IV 16 X 16 17 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1 c and 8a? If Yes, complete Schedule G, Part II 19 15 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and lie? If Yes, complete Schedule G, Part I 18 X Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If Yes, complete Schedule F, Parts III and IV 17 14b Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any 18 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If Yes, complete Schedule G, Part III I X 990 (2017) 191 Form 732003 11-28-17 3 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 EDISON ELECTRIC INSTITUTE, INC. 13-0659550 Page4 I Yes I No 20a Did the organization operate one or more hospital facilities? If Yes, complete Schedule H b If Yes to line 20a, did the organization attach a copy of its audited financial statements to this return? 21 domestic government on Part IX, column (A), line 1? If Yes, complete Schedule I, Parts I and II 22 X 21 Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If Yes, complete Schedule I, Parts I and III 23 20b Did the organization report more than $5,000 of grants or other assistance to any domestic organization or X 22 Did the organization answer Yes to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If Yes, complete Schedule J X 23 24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If Yes, answer lines 24b through 24d and complete Schedule K If No, go to line 25a b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? X 24a 24b c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? d Did the organization act as an on behalf of issuer for bonds outstanding at any time during the year? 24c 24d 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If Yes, complete Schedule L, Part I 25a b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If Yes, complete Schedule L, Part I 26 25b Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If Yes, complete Schedule L, Part II 27 26 X 27 X 28a X 28c 29 X X 30 X 31 X 32 X 33 x Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If Yes, complete Schedule L, Part III 28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): a A current or former officer, director, trustee, or key employee? If Yes, complete Schedule L, Part IV b A family member of a current or former officer, director, trustee, or key employee? If Yes, complete Schedule L, Part IV c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If Yes, complete Schedule L, Part IV 29 30 Did the organization receive more than $25,000 in non-cash contributions? If Yes, complete Schedule M Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If Yes, complete Schedule M 31 Did the organization liquidate, terminate, or dissolve and cease operations? If Yes, complete Schedule N, Part I 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?If Yes, complete Schedule N, Part II 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301 7701-2 and 301 7701-3? If Yes, complete Schedule R, Part I 34 Was the organization related to any tax-exempt or taxable entity? If Yes, complete Schedule R, Part II, III, or IV, and Part V, line 1 35a Did the organization have a controlled entity within the meaning of section 51 2(b)(1 3)? 34 x 35a X 35b X b If Yes to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 51 2(b)(1 3)? If Yes, complete Schedule R, Part V, line 2 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If Yes, complete Schedule R, Part V, line 2 37 and that is treated as a partnership for federal income tax purposes? If Yes, complete Schedule R, Part VI 38 36 Did the organization conduct more than 5% of its activities through an entity that is not a related organization 371 I X 381X I Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 b and 19? Note. All Form 990filers are reauired to comolete Schedule 0 Form 990 (2017) 732004 11-28-17 4 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 EDISON ELECTRIC INSTITUTE, INC. FormggO(2017) 13-0659550 Page5 Part V Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule 0 contains a response or note to any line in this Part V Yes No la Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable .la .lb b Enter the number of Forms W-2G included in line 1 a. Enter -0- if not applicable 188 0 c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming .ic (gambling) winnings to prize winners? - 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return .2a b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? 234 .2 _. Note. If the sum of lines 1 a and 2a is greater than 250, you may be required toe-file (see instructions) 3a Did the organization have unrelated business gross income of $1 000 or more during the year? b If Yes, has it filed a Form 990-T for this year? If No, to line 3b, provide an explanation in Schedule 0 . _ . . _ . ._ - 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? b If Yes, enter the name of the foreign country: See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? .- b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? c If Yes, to line 5a or Sb, did the organization file Form 8886-T? .. - 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? .- b If Yes, did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? 7 6b - Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? 7a b If Yes, did the organization notify the donor of the value of the goods or services provided? .c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required tofile Form 82822 d e f g h 8 ............................................................................................................................................................ .7c I 7d I Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? .- Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? .- If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ..Za - If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? .- .. - Section 501(c)(7) organizations. Enter: a Initiation fees and capital contributions included on Part VIII, line 12 b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 11 .lOa .lOb Section 501(c)(12) organizations. Enter: 1la a Gross income from members or shareholders b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) .llb 12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? b If Yes, enter the amount of tax-exempt interest received or accrued during the year 13 - Sponsoring organizations maintaining donor advised funds. a Did the sponsoring organization make any taxable distributions under section 4966? b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? 10 71i Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? 9 - If Yes, indicate the number of Forms 8282 filed during the year .................. I 12a - 12b I Section 501(c)(29) qualified nonprofit health insurance issuers . - a Is the organization licensed to issue qualified health plans in more than one state? Note. See the instructions for additional information the organization must report on Schedule 0. b Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans c Enter the amount of reserves on hand .13b 13c 14a Did the organization receive any payments for indoor tanning services during the tax year? b If Yes. has it filed a Form 720 to reDort these Davments? If No. orovide an exolanation in Schedule 0 - - .14b Form 990 (2017) 732005 11-28-17 5 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 Form990(2017) EDISON ELECTRIC INSTITUTE, INC. 13-0659550 Page6 Part VI I Governance, Management, and Disclosure For each Yes response to lines 2 through 7b below, and for a No response to line Ba, Bb, or lOb below, describe the circumstances, processes, or changes in Schedule 0. See instructions. Check if Schedule 0 contains a response or note to any line in this Part VI Section A. Governina Body and Manaaement Yes No .la la Enter the number of voting members of the governing body at the end of the tax year If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule 0. b 2 .lb Enter the number of voting members included in line 1 a, above, who are independent 64 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? 3 X 2 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, or trustees, or key employees to a management company or other person? 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? 5 6 Did the organization become aware during the year of a significant diversion of the organization's assets? Did the organization have members or stockholders? 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? 8 a b 9 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: The governing body? 8a 8b Each committee with authority to act on behalf of the governing body? X X Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If Yes, provide the names and addresses in Schedule 0 x 9 Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) Yes No lOa Did the organization have local chapters, branches, or affiliates? b and branches to ensure their operations are consistent with the organization's exempt purposes? lOb lla X Describe in Schedule 0 the process, if any, used by the organization to review this Form 990. 12a Did the organization have a written conflict of interest policy? If No, go to line 13 b X If Yes, did the organization have written policies and procedures governing the activities of such chapters, affiliates, 1 la Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? b lOa 12a Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? 12b X X c Did the organization regularly and consistently monitor and enforce compliance with the policy? If Yes, describe 12c in Schedule 0 how this was done 13 Did the organization have a written whistleblower policy? 13 14 Did the organization have a written document retention and destruction policy? 14 15 Did the process for determining compensation of the following persons include a review and approval by independent X X X persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a b The organization's CEO, Executive Director, or top management official 15a Other officers or key employees of the organization 15b X X If Yes to line 15a or 15b, describe the process in Schedule 0 (see instructions). 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? b If Yes, did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's Section C. Disclosure 17 18 List the states with which a copy of this Form 990 is required to be filed NONE Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501 (c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply. Own website Another's website Upon request Other (explain in Schedule 0) 19 Describe in Schedule 0 whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial 20 State the name, address, and telephone number of the person who possesses the organization's books and records: ____________________ statements available to the public during the tax year. JOHN S. SCHLENKER - 202-508-5540 701 PENNSYLVANIA AyE, NW, WASHINGTON, DC 20004-2696 Form 990 (2017) 6 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 732006 11-28-17 EDISON ELECTRIC INSTITUTE, INC. Form99O(2017) 13-0659550 Page7 Part VIII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule 0 contains a response or note to any line in this Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees la Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. • List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. • List all of the organization's current key employees, if any. See instructions for definition of key employee. • List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. • List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. • List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons. Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (A) Name and Title (B) ______________________ line) MR. CHRISTOPHER M. CRANE (1) VICE CHAIR (2) MR. GREGORY E. ABEL VICE CHAIR (3) MR. THOMAS A. FANNING CHAIR/MEMBER (4) MS. LYNN J. GOOD MEMBER/VICE CHAIR (5) MS. PATRICIA K. VINCENT-COLLAWN VICE CHAIR/CHAIR (6) MR. ALAN R. HODNIK MEMBER (7) 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. MR. DARREN J. OLAGIJES MEMBER (17) 0. MR. DARREL T. ANDERSON MEMBER (16) 0. MR. CHRISTOPHER HJJSKILSON MEMBER (15) 0. MR. CHARLES S. MACFARLANE MEMBER (14) 0. MR. CHARLES E. JONES MEMBER (13) 0. MR. CARL L. CHAPMAN MEMBER (12) __________ _________ ________ - - - - _____________ ____________ __________ X 0. 0. 0. - - - - _____________ ____________ __________ X 0. 0. 0. - - - - _______________ ______________ ____________ X 0. 0. 0. - - - - _____________ ____________ __________ X 0. 0. 0. - - - - _____________ ____________ __________ X 0. 0. 0. - - - - _____________ ____________ __________ 0. 0. 0. MR. BRADLEY P. BEECHER MEMBER (11) (F) Estimated amount of other compensation from the organization and related organizations MR. BENJAMIN G.S. FOWKE, III MEMBER (10) (E) Reportable compensation from related organizations (W-2/1 099-MISC) MR. ANDRES R. GLJJSKI MEMBER (9) 4.00 - 1.00 X 4.00 - 1.00 X 4. 00 - 1.00 X 4.00 - 1.00 X 4.00 - 1.00 X 1.00 - X (D) Reportable compensation from the organization (W-2/1 099-MISC) MR. ALLEN L. LEVERETT MEMBER (8) (C) Average (do not check more than one box, unless person is both an hours per officer and a director/trustee) week (list any hours for related organizations below MR. DAVID A. CAMPBELL MEMBER 0. 0. 732007 11-28-17 7 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 0. Form 990(2017) 064-OFD1 EDISON ELECTRIC INSTITUTE, INC. 017) Section A. Officers, Directors, Trustees, Key Employees, and Highest (A) (B) Name and title Average hours per week (list any hours for related organizations below line) _______________ (18) MR. MEMBER (19) MR. MEMBER (20) MR. MEMBER (21) MR. MEMBER (22) MR. MEMBER (23) MR. MEMBER (24) MR. MEMBER (25) MR. MEMBER (26) MR. MEMBER DAVID G. HJJTCHENS DAVID R. EMERY DONALD E. BRANDT GARY J. WOLTER GERARD M. ANDERSON IAN ROBERTSON JAJES C. LARSEN JAJES J. JUDGE JAJES J. PIRO (do not check more than one box, unless person is both an officer and a director/trustee) (D) (E) (F) Reportable compensation from the organization (W-2/1 099-MISC) Reportable compensation from related organizations (W-2/1 099-MISC) Estimated amount of other compensation from the organization and related organizations i.UU X 1.00 - X 1. 00 - X 1. 00 - X 1.00 - X 1.00 - X 1.00 - X 1.00 - X 1.00 - X lb Sub-total c TotalfromcontinuationsheetstoPartVll,SectionA d Total(add lines lband lc) 2 (C) Position 13- 06 59 550 pensated Empk 0. - - - - _____________ __________ 0. - - - - _______________ ____________ 0. - - - - _______________ ____________ 0. 0. - - - - _____________ __________ 0. - - - - _____________ __________ 0. - - - - _____________ __________ 0. - - - - _____________ __________ 0. 0. - - - - _____________ __________ 0. 0. 0. 0. 10,557,641. 292,94 2. 10,557,641. 292,94 2. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 4,215,930. 4215930. Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable 19 compensation from the organization No 3 Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on X X . 4 X 5 . 3 li ne 1 a? If Yes, complete Schedule J for such individual 4 For any individual listed on line 1 a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If Yes, complete Schedule J for such individual 5 Did any person listed on line 1 a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If Yes, complete Schedule J for such person Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year. (A) Name and business address (B) Description of services HUNTON & WILLIAMS 1900 K STREET, WASHINGTON, DC 20006 ONSULTING VENABLE, LLP 575 SEVENTH STREET, WASHINGTON, DC 20004 ONSULTING DEMOCRACY DATA & COMMUNICATIONS, 805 15TH STREET NW, SUITE 300, WASHINGTON, DC 20005 ONSULTING NOSSAMAN LLP, 777 SOUTH FIGUEROA STREET, 34TH FLOOR, LOS ANGELES, CA 99017 JEGAL CONSULTING HARGROVE 1 HARGROVE DRIVE, LANHAN, MD 20706 )ESIGN CONSULTING 2 __________________ (C) Compensation 7,759,501. _________ - _________ 3,182,127. _________ - _________ 941,902. ________ - _________ 737,619. _________ - __________ - 672,412. Total number of independent contractors (including but not limited to those listed above) who received more than 60 SEE PART VII, SECTION A CONTINUATION SHEETS $100,000 of compensation from the organization Form 990 (2017) 732008 11-28-17 8 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 EDISON ELECTRIC INSTITUTE, INC. (A) Name and title (27) MR. MEMBER (28) MR. MEMBER (29) MR. MEMBER (30) MR. MEMBER (31) MR. MEMBER (32) MR. MEMBER (33) MR. MEMBER (34) MR. MEMBER (35) MR. MEMBER (36) MR. MEMBER (37) MR. MEMBER (38) MR. MEMBER (39) MR. MEMBER (40) MR. MEMBER (41) MR. MEMBER (42) MR. MEMBER (43) MR. MEMBER (44) MR. MEMBER (45) MR. MEMBER (46) MR. MEMBER 13- 06 59 550 ees, Key Employees, and Highest Compensated Employees (continued) Section A. JAJES L. ROBO JAJES P. LAURITO JAJES P. TORGERSON JEFF M. HOUSEHOLDER JEFFREY M. KEEBLER JEFFREY MARTIN JOHN BRUCKNER JOHN J. MCAVOY JOHN PETTIGREW KEVIN B. MARSH LEO P. DENAULT MARK A. RUELLE MICHAEL ROWE NICHOLAS K. AKINS PAUL THESSEN PEDRO J. PIZARRO R. SEAN TRAUSCHKE RALPH IZZO RICHARD RIAZZI ROBERT C. ROWE (B) (C) Average Position hours (check all that apply) per - - - - - week (list any hours for related ganizations below = E line) 1.00 ______ x 1.00 ______ x 1.00 ______ x 1.00 ______ x 1.00 ______ x 1.00 ______ x 1.00 1.00 x 1.00 ______ x 1.00 ______ x 1.00 ______ x 1.00 ______ x 1.00 ______ x 1.00 ______ x 1.00 1.00 x 1.00 ______ x 1.00 ______ x 1.00 ______ x 1.00 ______ x 1.00 ______ x 1.00 x ______________ (F) (D) (E) Reportable compensation from the organization (W-2/1 099-MISC) Reportable compensation from related organizations (W-2/1 099-MISC) Estimated amount of other compensation from the organization and related organizations 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. Total to Part VII. Section A. line ic 732201 04-01- 17 9 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 EDISON ELECTRIC INSTITUTE, INC. 13- 06 59 550 F'art VIII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) Name and title (47) MR. ROBERT F. BEARD MEMBER (48) MR. ROBERT G. SCHOENBERGER MEMBER (49) MR. ROBERT S. SHAPARD MEMBER (50) MR. SCOTT L. MORRIS MEMBER (51) MR. SCOTT M. PROCHAZKA MEMBER (52) MR. STEVEN D. DAVIS MEMBER (53) MR. TERRY D. BASSHAJ MEMBER (54) MR. THOMAS DUNN MEMBER (55) MR. THOMAS F. FARRELL, II MEMBER (56) MR. WARNER L. BAXTER MEMBER (57) MR. WILLIAM H. SPENCE MEMBER (58) MRS. CONSTANCE H. LAU MEMBER (59) MRS. LINDA APSEY MEMBER (60) MRS. PATRICIA K. POPPE MEMBER (61) MS. GEISHA J. WILLIAMS MEMBER (62) MS. KIMBERLY J. HARRIS MEMBER (63) MS. MARGARET E. FELTS MEMBER (64)MS.MARYE.KIPP MEMBER (65) MS. MARY G. POWELL MEMBER (66) MS. NICOLE A. KIVISTO MEMBER (B) (C) Average Position hours (check all that apply) per - - - - - week (list any hours for related organizations below = E line) (D) (E) Reportable compensation from the organization (W-2/1 099-MISC) Reportable compensation from related organizations (W-2/1 099-MISC) _____________ (F) Estimated amount of other compensation from the organization and related organizations 1. 00 - - - - - - _______________ ______________ ___________ X 0. 0. 0. 1.00 - - - - - - _____________ ____________ __________ X 0. 0. 0. 1. 00 - - - - - - _______________ ______________ ___________ X 0. 0. 0. 1.00 - - - - - - _____________ ____________ __________ X 0. 0. 0. 1.00 - - - - - - _____________ ____________ __________ X 0. 0. 0. 1. 00 - - - - - - _______________ ______________ ___________ X 0. 0. 0. 1. 00 - - - - - - _______________ ______________ ___________ X 0. 0. 0. 1.00 - - - - - - _____________ ____________ __________ X 0. 0. 0. 1.00 - - - - - - _____________ ____________ __________ 1.00 X 0. 0. 0. 1. 00 - - - - - - _______________ ______________ ___________ X 0. 0. 0. 1.00 - - - - - - _____________ _____________ __________ X 0. 0. 0. 1.00 - - - - - - _____________ ____________ __________ X 0. 0. 0. 1.00 - - - - - - _____________ ____________ __________ X 0. 0. 0. 1.00 - - - - - - _____________ ____________ __________ X 0. 0. 0. 1.00 - - - - - - _____________ _____________ __________ 1.00 X 0. 0. 0. 1.00 - - - - - - _____________ ____________ __________ X 0. 0. 0. 1.00 - - - - - - _____________ ____________ __________ X 0. 0. 0. 1.00 X 0. 0. 0. 1.00 - - - - - - _____________ ____________ __________ X 0. 0. 0. 1.00 - - - - - - _____________ ____________ __________ X 0. 0. 0. 732201 04-01- 17 10 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 EDISON ELECTRIC INSTITUTE, INC. Section A. ees, Key Employees, and Highes (A) Name and title (67) MS. PATRICIA KAJPLING MEMBER (68) MS. PEGGY SCOTT MEMBER (69) MS. VIOLET G. SISTOVARIS MEMBER (70) MR. THOMAS KUHN PRESIDENT (71) MR. BRIAN WOLFF EXECUTIVE VP, PUBLIC POLICY & EXTERN (72) MR. DAVID OWENS EXECUTIVE VP, BUSINESS OPERATIONS GR (73) MR. PHIL MOELLER EXECUTIVE VP, BUSINESS OPERATIONS GR (74) MS. MARY MILLER CHIEF ADMINSTRATIVE OFFICER (75) MR. RICHARD MCMAHON VP, ENERGY SUPPLY & FINANCE (76) MR. QUINLAN SHEA III VP, ENVIRONMENT (77) MS. KATHY STECKELBERG VP, GOVERNMENT RELATIONS (78) MR. JOHN SCHLENKER CHIEF FINANCIAL OFFICER & TREASURER (79) MS. EMILY FISHER VP, LAW & CORPORATE SECRETARY (80) DR. LAWRENCE JONES VP, INTERNATIONAL PROGRAJS (81) MR. BRIAN MCCORMACK VP, POLITICAL & EXTERNAL AFFAIRS (82) MS. LISA WOOD VICE PRESIDENT (83) MS. STEPHANIE VOYDA EXECUTIVE DIRECTOR, COMMUNICATIONS (84) MR. SCOTT AARONSON EXECUTIVE DIRECTOR, NATIONAL SECURIT (85) MR. JAJES OWEN EXECUTIVE DIRECTOR, MEMBER RELATIONS (86) MR. RICHARD TEMPCHIN EXECUTIVE DIRECTOR, RETAIL ENERGY SE (B) (C) Average Position hours (check all that apply) per week (list any hours for related ganizations below = E line) 1.00 ______ x 1.00 ______ x 1.00 x 13- 06 59 550 mpensated Emp (D) (E) (F) Reportable compensation from the organization (W-2/1 099-MISC) Reportable compensation from related organizations (W-2/1 099-MISC) Estimated amount of other compensation from the organization and related organizations 0. 0. 0. 0. 0. 0. 0. 0. 0. 2,817,007. 0. 1,514,923. 1,003,034. 0. 265,905. 817,289. 0. 476,829. 806,751. 0. 103,670. 490,879. 0. 230,393. 475,224. 0. 230,498. 424,101. 0. 171,950. 398,667. 0. 186,503. 355,698. 0. 178,878. 352,902. 0. 58,781. 346,605. 0. 45,249. 177,176. 0. 13,491. 62,139. 292,942. 139,816. 334,094. 0. 79,677. 331,846. 0. 61,268. 331,217. 0. 195,659. 329,370. 0. 186,923. Total to Part VII. Section A. line ic 732201 04-01- 17 11 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 EDISON ELECTRIC INSTITUTE, INC. 13- 06 59 550 Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Emp (A) Name and title (87) MR. JAJES ROEWER EXECUTIVE DIRECTOR, USWAG (88) MR. EDWARD COMER FORMER VP, GEN. COUNSEL & CORP. SECR (89) MR. JAJES FAMA FORMER VP. ENERGY DELIVERY Total to Part VII. Section A. line ic (B) (C) Average Position hours (check all that apply) per week (list any hours for related organizations below = E line) (D) (E) (F) Reportable compensation from the organization (W-2/1 099-MISC) Reportable compensation from related organizations (W-2/1 099-MISC) Estimated amount of other compensation from the organization and related organizations 45. 00 X 255,162. 0. 66,457. 164,509. 0. 9,060. 283,971. 0. 0. 10,557,641.1 292,94241,215,930. 732201 04-01- 17 12 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 EDISON ELECTRIC INSTITUTE, INC FormggO(2017) Part VIII I 13-0659550 Page9 Statement of Revenue Check if Schedule 0 contains a response or note to any line in this Part VIII (A) Total revenue ........................................................................... I (B) I Related or exempt function I revenue I I (C) Unrelated business revenue I Revenue(D)excluded I from tax under I sections 512-514 1 a Federated campaigns b Membership dues c Fundraising events d Related organizations e Government grants (contributions) 1E f All other contributions, gifts, grants, and similar amounts not included above - if g Noncash contributions included in lines la-if: $ o o h Total. Add lines la-if 900099 76,564,585. w b MEETINGS 900099 8,880,592. w c PROGRAJS 900099 2,645,940. d ADVERTISING e PUBLICATIONS 541800 2 a MEMBERSHIP DUES 76,564,585. __________ 8,880,592. _____________ 2,645,940. __________ 400,955 400,955. _______________ 88,785. 88,785. _____________ 511190 f All other program service revenue 88,580,857. Investment income (including dividends, interest, and 3 3 , 059, 030. . . other similar amounts) 4 Income from investment of tax-exempt bond proceeds 5 Royalties .................................................................... Real 3,059,030. ________________ Personal 6 a Gross rents b Less: rental expenses _____________ c Rental income or (loss) d Net rental income or (loss) _____________ .......................... 7 a Gross amount from sales of (i) Securities Other assetsotherthan inventory 253,753,982, b Less: cost or other basis andsalesexpenses d Net gain or (loss) w .254,394,686, .640,704, c Gain or (loss) ......................................... -640.704. -640.704. 8 a Gross income from fundraising events (not including $ _____________________ of contributions reported on line ic). See w w Part IV, line 18 w b Less:direct expenses 0 a b c Net income or (loss) from fundraising events 9 a Gross income from gaming activities. See Part IV, line 19 b Less:direct expenses a b c Net income or (loss) from gaming activities 10 a Gross sales of inventory, less returns and allowances b Less: cost of goods sold a b c Net income or (loss) from sales of inventory Miscellaneous Revenue 11 a ____________________ b ___________________________ C d All other revenue e Total.Addlinesiia-iid - 12 Total revenue. See instructions. 732009 11-28-17 90,999,183.1 88,179,902. 400 .1 , 955 2,418,326. Form 990 (2017) 13 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 EDISON ELECTRIC INSTITUTE, INC. FormggQ(2017) 13-0659550 PagelO Part IX I Statement of Functional Expenses Section 501(c) (3) and 501(c) (4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule 0 contains a response or note to any line in this Part IX (A) (B) Total expenses Program service expenses Do not include amounts reported on lines 6b 7b, 8b, 9b, and lOb of Part VIII. 1 3 , 692 , 982 Grants and other assistance to domestic individuals. See Part IV, line 22 3 (D) Fundraising expenses Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 2 Lxi (C) Management and general expenses ___________________ ___________________ ___________________ ___________________ Grants and other assistance to foreign organizations, foreign governments, and foreign 10 , 539 individuals. See Part IV, lines 15 and 16 4 Benefits paid to or for members 5 Compensation of current officers, directors, trustees, and keyemployees 6 .___________________ ___________________ ___________________ ___________________ .12,029,008. ________________ ________________ ________________ Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) 7 Othersalariesand wages 8 Pension plan accruals and contributions (include 9 Otheremployeebenefits section 401(k) and 403(b) employer contributions) 10 Payroll taxes 11 Fees for services (non.employees): a Management ______________________ ______________________ ______________________ _______________________ .20,305,228. ________________ ________________ ________________ 2 , 299 , 986 _____________________ _____________________ ______________________ .2,842,268. ________________ ________________ ________________ .1 , 6 04 , 26 0 .___________________ ___________________ ___________________ ___________________ 13,475,971. ___________ ___________ ____________ 94,845. _____________ _____________ ______________ . 1,431,314. _______________ _______________ ________________ . b Legal . c Accounting d Lobbying e Professional fundraising services. See Part IV, line 17 f Investment management fees 376,028 . g Other. (If line 1 lg amount exceeds 10% of line 25, Information technology 9 , 230 , 362 _____________________ _____________________ ______________________ 191 , 243. . .2,018,471. ________________ ________________ ________________ .1 , 598 , 504. 15 Royalties .___________________ ___________________ ___________________ ___________________ 16 Occupancy column (A) amount, list line 1 lg expenses on Sch 0.) 12 Advertising and promotion 13 Office expenses 14 5,613,933. _____________ _____________ ______________ 2,862,233. ____________ ____________ ____________ 17 Travel 18 Payments of travel or entertainment expenses for any federal, state, or local public officials 19 Conferences, conventions, and meetings 20 Interest 21 Payments to affiliates 22 Depreciation, depletion, and amortization ____________________ ____________________ ____________________ ____________________ 23 Insurance 24 .___________________ ___________________ ___________________ ___________________ 1 , 7 18 , 4 3 9 146,225. _____________ _____________ ______________ Other expenses. Itemize expenses not covered above. (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule 0.) ________________________ ________________________ ________________________ _________________________ SUBSCRIPTIONS OTHER TAXES c TRAINING d OTHER AWARDS AND GIFTS a b e Allotherexpenses ___________________ 25 Total functional expenses. Add lines 1 through 24e 26 52 , 416 8 , 465 , 08 0 704,220. ___________ ___________ ____________ 164,691. __________ __________ ___________ 135,635. ____________ ____________ ____________ 123,489. __________ __________ __________ 196,665. ________________ ________________ ________________ 91 , 384 , 035 _____________________ _____________________ ______________________ Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here 732010 11-28-17 if following_SOP 98-2_(ASC_958-720) ______________________ ______________________ ______________________ _______________________ Form 990(2017) 14 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064—OFD1 13 — 06 59 550 EDISON ELECTRIC INSTITUTE, INC. Check if Schedule 0 contains a or note to any line in this Part X (A) Beginning of year . ii (B) End of year — 59 , 438 . T 1 , 136 , 9 U Cash - non-interest-bearing . 4,439,451. 2 6,470,603. Savingsandtemporarycash investments . 3 Pledges and grants receivable, net .____________________ _____________________ 1,235,443. 4 1,520,784. 4 Accounts receivable, net . 5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ___________________ 5 ____________________ 6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501 (c)(9) voluntary employees' beneficiary organizations (see instr). Complete Part II of Sch L ____________________ 6 _____________________ ___________ - ___________ 7 Notes and loans receivable, net .____________________ _____________________ 8 Inventories for sale or use 8 1,409,534. 1,938,562. 9 Prepaid expenses and deferred charges . 10a Land, buildings, and equipment: cost or other 15 , 409 , 171. basis. Complete Part VI of Schedule D 10a 4,911,089 11,731,605. lOc 10,498,082. b Less: accumulated depreciation .lOb 117,702,788. ii 122,731,758. 11 Investments-publiclytraded securities 1 2 w . 12 Investments - other securities. See Part IV, line 11 13 Investments - program-related. See Part IV, line 11 14 Intangible assets 15 Other assets. See Part IV, line 11 - 16 Total assets. Add lines 1 through 15 (must equal line 34) 17 Accounts payable and accrued expenses 18 Grants payable 19 Deferred revenue 20 Tax-exempt bond liabilities 21 Escrow or custodial account liability. Complete Part IV of Schedule D 22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule L -I 23 Secured mortgages and notes payable to unrelated third parties 24 Unsecured notes and loans payable to unrelated third parties 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 1 7-24). Complete Part X of ScheduleD _26Totalliabilities.Addlinesl7through2s ______________________________________________________ Organizations that follow SFAS 117 (ASC 958), check here Lxi and complete lines 27 through 29, and lines 33 and 34. 27 Unrestricted netassets 28 Temporarily restricted net assets 29 Permanently restricted net assets v Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34. 30 Capital stock or trust principal, or current funds 31 Paid-in or capital surplus, or land, building, or equipment fund 32 Retained earnings, endowment, accumulated income, or other funds Z Totalnetassetsorfund balances .______________________ ______________________ .____________________ _____________________ .___________________ ____________________ .____________________ 15 _____________________ 136 , 459 , 38 3 . •• i 142 , 022 , 849 9,852,738. 17 10,324,926. . .____________________ j. _____________________ 18,188,094. 19 16,747,667. .____________________ .____________________ .___________________ .____________________ .____________________ _____________________ _____________________ 22 ____________________ _____________________ _____________________ 85,885,484. 77,930,637.25 _105,971,469. j 112,958,077. 30,487,914. 27 29,064,772. 28 29 - ____________________ .______________________ .____________________ .____________________ .30,487,914. 33 - 34Totalliabilitiesand netassets/fund balances ________________________________________________ _136,459,383. ______________________ _____________________ _____________________ 29,064,772. 142,022,849. Form 990(2017) 732011 11-28-17 15 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064—OFD1 Form990(2017) EDISON ELECTRIC INSTITUTE, INC. 13-0659550 Pagel2 Part XII Reconciliation of Net Assets Check if Schedule 0 contains a resronse or note to any line in this Part XI 90,999,183. 1 Total revenue (must equal Part VIII, column (A), line 12) 2 Total expenses (must equal Part IX, column (A), line 25) 3 Revenue less expenses. Subtract line 2 from line 1 4 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) 5 Net unrealized gains (losses) on investments 6 Donated services and use of facilities 7 Investment expenses 8 Prior period adjustments 9 Other changes in net assets or fund balances (explain in Schedule 0) 10 - _L , , hJ I . Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, 29,064,772. column (B)) Part XIII Financial Statements and Reporting Check if Schedule 0 contains a response or note to any line in this Part XII Yes No 1 Accounting method used to prepare the Form 990: Cash Accrual Other ____________________ If the organization changed its method of accounting from a prior year or checked Other, explain in Schedule 0. 2a Were the organization's financial statements compiled or reviewed by an independent accountant? X 2a If Yes, check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both: Separate basis Consolidated basis Both consolidated and separate basis b Were the organization's financial statements audited by an independent accountant? 2b X 2c X If Yes, check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both: Separate basis Consolidated basis Both consolidated and separate basis c If Yes to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule 0. 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and 0MB Circular A-133? 3a1 I X b If Yes, did the organization undergo the required audit or audits? If the organization did not undergo the required audit Form 990(2017) 732012 11-28-17 16 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 Political Campaign and Lobbying Activities SCHEDULE C 0MB No. 1545-0047 (Form 990 or 990-EZ) For Organizations Exempt From Income Tax Under section 501(c) and section 527 Complete if the organization is described below. Department of the Treasury Internal Revenue Service Attach to Form 990 or Form 990-EZ. Open to Public Inspection Go to www.irs.gov/Form99O for instructions and the latest information. If the organization answered Yes, on Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then • Section 501 (c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C. • Section 501(c) (other than section 501 (c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B. • Section 527 organizations: Complete Part I-A only. If the organization answered Yes, on Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then • Section 501 (c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part Il-A. Do not complete Part Il-B. • Section 501 (c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part Il-B. Do not complete Part Il-A. If the organization answered Yes, on Form 990, Part IV, line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then • Section 501 (c)(4), (5), or (6) orcianizations: Comrlete Part III. r iaentiiication num EDISON ELECTRIC INSTITUTE, INC. e if the organization is exempt under section 5 13- 06 59 550 or is a 1 Provide a description of the organization's direct and indirect political campaign activities in Part IV. 2 Political campaign activity expenditures $ 3 Volunteer hours for political campaign activities I Part I-B I Complete if the organization is exempt under section 501(c)(3). 1 Enter the amount of any excise tax incurred by the organization under section 4955 $ _______________________ 2 Enter the amount of any excise tax incurred by organization managers under section 4955 $ _______________________ LIYes LI No 3 If the organization incurred a section 4955 tax, did it file Form 4720 for this year? 4a Was a correction made? Yes No b If Yes, describe in Part IV. Part I-C Complete if the organization is exempt under section 501(c), except section 501 (c)(3). 1 Enter the amount directly expended by the filing organization for section 527 exempt function activities $ _______________________ 2 Enter the amount of the filing organization's funds contributed to other organizations for section 527 $ exempt function activities 200,000 3 Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 11 20-POL, r.. $ linel7b 4 Did the filing organization file Form 1 120-POL for this year? 200,000. LXI Yes LI No 5 Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization made payments. For each organization listed, enter the amount paid from the filing organization's funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV. (a) Name (b) Address (c) EIN (d) Amount paid from (e) Amount of political contributions received and filing organization's promptly and directly funds. If none, enter -0-. delivered to a separate political organization. If none, enter -0-. GOVERNORS ASSOCIATIOI2 0005 REPUBLICAN GOVERNORSIASHI ASSOCIATION 120006 I 52-130488 50,000. 0. I 11-365587 50,000. 0. GENERAL ASSOCI I 46-450171 50,000. 0. I 13-422001 25,000. 0. I 05-053252 25,000. 0. 0.1 137,143. GENERAL ASSOCI LEADERSHIP COMMITT 0006 SHI 0036 SHI 0004 INSTITUTE POLITICAL 120004 I 52-20846261 For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. [HA Schedule C (Form 990 or 990-EZ) 2017 SEE PART IV FOR CONTINUATION 732041 11-09-17 17 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 ScheduleC(Form9900r990-EZ)2017 EDISON ELECTRIC INSTITUTE, INC. 13-0659550 Page2 Part Il-A Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)). A Check Li if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, FIN, expenses, and share of excess lobbying expenditures). B Check if the filina oraanization checked box A and limited control orovisions aoolv. (a) Filing organization's totals Limits on Lobbying Expenditures (The term expenditures means amounts paid or incurred.) (b) Affiliated group totals 1 a Total lobbying expenditures to influence public opinion (grass roots lobbying) b Total lobbying expenditures to influence a legislative body (direct lobbying) c Total lobbying expenditures (add lines 1 a and 1 b) d Other exempt purpose expenditures e Total exempt purpose expenditures (add lines ic and id) f Lobbying nontaxable amount. Enter the amount from the following table in both columns. If the amount on line le, column (a) or (b) is: The lobbying nontaxable amount is: Not over $500,000 20% of the amount on line 1 e. Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1: Over $17000000 $1000000. g Grassroots nontaxable amount (enter 25% of line if) ___________________________________ h Subtract line 1 g from line 1 a. If zero or less, enter -0- _______________________________________ i Subtract line if from line 1 c. If zero or less, enter -0If there is an amount other than zero on either line 1 h or line ii, did the organization file Form 4720 reporting section 4911 tax for this year2 .................................................................................................................. .Yes No 4-Year Averaging Period Under section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.) Lobbying Expenditures During 4-Year Averaging Period Calendar year (or fiscal year beginning in) (a) 2014 I (b) 2015 I (c) 2016 I (d) 2017 I (e) Total 2a Lobbying nontaxable amount b Lobbying ceiling amount (150% of line 2a. column(ei c Total lobbvina exoenditures d Grassroots nontaxable amount e Grassroots ceiling amount (150% of line 2d. column (ei f Grassroots Schedule C (Form 990 or 990-EZ) 2017 732042 11-09-17 18 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 ScheduleC(Form9900r990-EZ)2017 EDISON ELECTRIC INSTITUTE, INC. 13-0659550 Page3 Part Il-B Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)). (a) For each Yes, response on lines la through ii below, provide in Part/Va detailed description of the lobbying activity. Yes I (b) No Amount During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of: a Volunteers? - b Paid staff or management (include compensation in expenses reported on lines 1 c through ii)? - c Media advertisements? - d Mailings to members, legislators, or the public? .- e Publications, or published or broadcast statements? .- f Grants to other organizations for lobbying purposes? .- g Direct contact with legislators, their staffs, government officials, or a legislative body? .- h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? .- i Other activities? . - Total. Add lines 1 c through ii 2a Did the activities in line 1 cause the organization to be not described in section 501 (c)(3)? .- b If Yes, enter the amount of any tax incurred under section 4912 c If Yes, enter the amount of any tax incurred by organization managers under section 4912 d If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? I ................. .- 'art Ill-A Complete if the organization is exempt under section 501(c)(4), section 501 (c)(6). Yes 1 Were substantially all (90% or more) dues received nondeductible by members? I No 2 .1 X X Part Ill-B Complete if the organization is exempt under section 501 (c)(4), section 501 (c)(5), or section 501(c)(6) and if either (a) BOTH Part Ill-A, lines 1 and 2, are answered "No," OR (b) Part Ill-A, line 3, is answered "Yes." 2 Did the organization make only in-house lobbying expenditures of $2,000 or less? .2 3 Did the organization agree to carry over lobbying and political campaign activity expenditures from the prior year? 3 I 1 Dues, assessments and similar amounts from members 2 Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid). a Current year 2a I 8,360,000. b Carryover from last year c Total 3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues 4 If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? 5 4 Taxable amount of lobbying and political expenditures (see instructions) 'art IV I Supplemental Information Provide the descriptions required for Part I-A, line 1; Part I-B, line 4; Part I-C, line 5; Part Il-A (affiliated group list); Part Il-A, lines 1 and 2 (see instructions); and Part Il-B, line 1 Also, complete this part for any additional information. PART I-C CONTINUATION FOR INCOMPLETE NAME/ADDRESS INFORMATION: DEMOCRACTIC GOVERNORS ASSOCIATION 1225 EYE STREET NW, SUITE 1100 WASHINGTON, DC 20005 REPUBLICAN GOVERNORS ASSOCIATION 1747 PENNSYLVANIA AVENUE NW, SUITE 250 WASHINGTON, DC 20006 Schedule C (Form 990 or 990-EZ) 2017 732043 11-09-17 19 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 Schedule C(Form 990 or 990-EZ) 2017 EDISON ELECTRIC INSTITUTE, INC. 13-0659550 Page 4 Part IV Supplemental Information (continued) REPUBLICAN ATTORNEYS GENERAL ASSOCIATION 1747 PENNSYLVANIA AVENUE NW, SUITE 800 WASHINGTON, DC 20006 DEMOCRATIC ATTORNEYS GENERAL ASSOCIATION 1875 K STREET NW, 4TH FLOOR WASHINGTON, DC 20036 REPUBLICAN STATE LEADERSHIP COMMITTEE 1201 F STREET NW, SUITE 675 WASHINGTON, DC 20004 EDISON ELECTRIC INSTITUTE POLITICAL ACTION COMMITTEE 701 PENNSYLVANIA AVENUE, N.W. WASHINGTON, DC 20004 Schedule C (Form 990 or 990-EZ) 2017 732044 11-09-17 20 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 0MB No. 1545-0047 Supplemental Financial Statements SCHEDULE D (Form 990) 2017 Complete if the organization answered Yes on Form 990, Part IV, line 6,7,8,9, 10, ha, lib, lic, lid, lie, hf, 12a, or 12b. Attach to Form 990. Go to www.irs.gov/Form99O for instructions and the latest information. Department of the Treasury Internal Revenue Service Name of the organization Open to Public Inspection Employer identification number EDISON ELECTRIC INSTITUTE, INC. 13- 06 59 550 or ACCOufltS.Complete if the ions Maintaining L)onor Advised 1-uncis or answered Yes on Form 990, Part IV, line 6. (a) Donor advised funds (b) Funds and other accounts 1 Total number at end of year ______________________________________________________________________ 2 Aggregate value of contributions to (during year) ______________________________________________________________________ 3 Aggregate value of grants from (during year) ______________________________________________________________________ 4 Aggregate value at end of year 5 ______________________________________________________________________ Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control? 6 .Yes No .................................................................................................................................... .Yes No Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? I Part II 1 Conservation Easements. Complete if the organization answered Yes on Form 990, Part IV, line 7. Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (e.g., recreation or education) Preservation of a historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space 2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a Held at the End of the TaxYear day of the tax year. a Total number of conservation easements b Total acreage restricted by conservation easements c Number of conservation easements on a certified historic structure included in (a) d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register 2d 3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax 4 year _______________ Number of states where property subject to conservation easement is located 5 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of 6 Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year 7 Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year violations, and enforcement of the conservation easements it holds? 8 .Yes Does each conservation easement reported on line 2(d) above satisfy the requirements of section 1 70(h)(4)(B)(i) and section 1 70(h)(4)(B)(ii)? 9 No .Yes No In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements. Part III I Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered Yes on Form 990, Part IV, line 8. la If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: 2 (i) Revenue included on Form 990, Part VIII, line 1 (ii) Assets included in Form 990, Part X $ $ If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items: a Revenue included on Form 990, Part VIII, line 1 b Assets included in Form 990, Part X ......................................................................................................... [HA For Paperwork Reduction Act Notice, see the Instructions for Form 990. $ _______________________ $ Schedule D (Form 990) 2017 732051 10-09-17 21 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 ScheduleD(Form990)2017 Part III 3 EDISON ELECTRIC INSTITUTE, INC. 130659550 Page2 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets(continued) Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply): a Public exhibition d Loan or exchange programs b Scholarly research e Other_______________________________________________________ c Preservation for future generations 4 5 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII. During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets .................................... .Yes Escrow and Custodial Arrangements. Complete if the organization answered Yes on Form 990, Part IV, line 9, or No to be sold to raise funds rather than to be maintained as part of the organization's collection2 I Part IV I reported an amount on Form 990, Part X, line 21 ia Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included Yes on Form 990, Part X? b If Yes, explain the arrangement in Part XIII and complete the following table: No — _______________________ Amount c Beginning balance .ic d Additions during the year .________________________ e Distributions during the year .__________________________ .if 2a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? f Ending balance b If Yes, explain the arrangement in Part XIII. Check here if the explanation has been provided on Part XIII I Part V ________________________ _______________________ LiYes LINo ...................................... Endowment Funds. Complete f the organization answered Yes on Form 990, Part IV, line 10. (a) Current year ia Beginning of year balance (b) Prior year (c) Two years back (d) Three years back (e) Four years back ._______________ _______________ _______________ _______________ ________________ bContributions ________________ ________________ ________________ ________________ _________________ c Net investment earnings, gains, and losses d Grants or scholarships .________________ ________________ ________________ ________________ _________________ e Other expenditures for facilities andprograms ._______________ _______________ _______________ _______________ ________________ f Administrative expenses .________________ ________________ ________________ ________________ _________________ g End of year balance 2 ._______________ _______________ _______________ _______________ ________________ Provide the estimated percentage of the current year end balance (line 1 g, column (a)) held as: a Board designated or quasi-endowment __________________% b Permanent endowment __________________% c Temporarily restricted endowment __________________% The percentages on lines 2a, 2b, and 2c should equal 100% 3a Are there endowment funds not in the possession of the organization that are held and administered for the organization __________ Yes No by: (i) unrelated organizations (ii) related organizations .3a(i) .3a(ii) b If Yes on line 3a(ii), are the related organizations listed as required on Schedule R? 4 .3b Describe in Part XIII the intended uses of the organization's endowment funds. Part VI I Land, Buildings, and Equipment. Complete if the organization answered Yes on Form 990, Part IV, line 11 a. See Form 990, Part X, line 10. Description of property (a) Cost or other basis (investment) (b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value ia Land b Buildings c Leasehold improvements d Equipment e Other must eaual Form 990. Part X. column (B). line 1 Schedule D (Form 990) 20i7 732052 10-09-17 22 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 ScheduleD(Form99O)2017 EDISON ELECTRIC INSTITUTE, INC. 130659550 Page3 Part VIII Investments - Other Securities. Complete if the organization answered Yes on Form 990, Part IV, line 11 b. See Form 990, Part X, line 12. (a) Description of security or category (including name of security) (b) Book value (c) Method of valuation: Cost or end-of-year market value (1) Financial derivatives (2) Closely-held equity interests _________________________________________________________________________________ _________________________________________________________________________________ (3) Other Total. (Col. (b) must equal Form 990, Part X, col. (B) line 12.) I I Part VIlIl Investments - Program Related. Complete if the organization answered Yes on Form 990, Part IV, line 11 c. See Form 990, Part X, line 13. (a) Description of investment (b) Book value (c) Method of valuation: Cost or end-of-year market value (11 Total. (Col. (b must eaual Form 990. Part X. col. (B line 13. 1 Complete if the organization answered Yes on Form 990, Part IV, line lie or 11 f. See Form 990, Part X, line 25. (a) Description of liability (b) Book value I I Federal income taxes POSTRETIREMENT BENEFIT OBLIGATION DEFERRED RENT OTHER CURRENT LIABILITIES OTHER LONG-TERM LIABILITY Total. (Column (b) must equal Form 990, Part X, col. (B) line 25.) ,752 .368. 401 ,923. 905,078. 443,189. 24,259. 25,000. ö D ,ö D , 2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII Schedule D (Form 990) 2017 732053 10-09-17 23 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 EDISON ELECTRIC INSTITUTE, INC. ScheduleD(Form99O)2017 130659550 Page4 Part XI I Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete_if the_organization_answered Yes on Form_990,_Part_IV,_line 1 2a 1 Total revenue, gains, and other support per audited financial statements 2 Amounts included on line 1 but not on Form 990, Part VIII, line 12: a Net unrealized gains (losses) on investments b Donated services and use of facilities - ___________________ .1 .2a 2b c Recoveries of prior year grants .2c d Other (Describe in Part XIII.) .2d e Add lines 2a through 2d .___________________ 3 Subtract line 2e from line 1 4 Amounts included on Form 990, Part VIII, line 12, but not on line 1: 3 a Investment expenses not included on Form 990, Part VIII, line 7b b Other (Describe in Part XIII.) ___________________ .4a .4b c Add lines4aand4b _______________ 4c. (This must equal Form 990, Part I, line 12.) 5 ___________________ Part XII I Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. 5 Total revenue. Add lines 3 and 1 Total expenses and losses per audited financial statements 2 Amounts included on line 1 but not on Form 990, Part IX, line 25: Complete_if the_organization_answered Yes on Form_990,_Part_IV,_line 1 2a - ___________________ .1 2a a Donated services and use of facilities b Prior year adjustments .2b c Other losses 2c .2d d Other (Describe in Part XIII.) e Add lines 2a through 2d .___________________ 3 Subtract line 2e from line 1 4 Amounts included on Form 990, Part IX, line 25, but not on line 1: 3 a Investment expenses not included on Form 990, Part VIII, line 7b b Other (Describe in Part XIII.) ___________________ .4a .4b c Add lines4aand4b 4c must eaual Form 990. Part I. line 1 Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines la and 4; Part IV, lines lb and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information. PART X, LINE 2: EEl HAS EVALUATED THEIR TAX POSITIONS AND DETERMINED THAT THEIR POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. EEl'S TAX RETURN IS SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. 732054 10-09-17 Schedule D (Form 990) 2017 24 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 SCHEDULE F (Form 990) Department of the Treasury Internal Revenue Service 0MB No. 1545-0047 Statement of Activities Outside the United States 2017 Complete if the organization answered Yes on Form 990, Part IV, line 14b, 15, or 16. Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest information. Name of the organization Employer identification number EDISON ELECTRIC INSTITUTE, INC. 13-0659550 I Part I I General Information on Activities Outside the United States. Complete if the organization answered Yes on Form 990, Part IV, line 14b. 1 For grantmakers. Does the organization maintain records to substantiate the amount of its grants and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? .Yes No 2 For grantmakers. Describe in Part V the organization's procedures for monitoring the use of its grants and other assistance outside the 3 Activities per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.) United States. (a) Region (b) Number of (c) Number of (d) Activities conducted in the region offices (by type) (such as, fundraising, proin the region independent gram services, investments, grants to recipients located in the region) CENTRAL AMERICA AND THE CARIBBEAN EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAJBODIA, (e) If activity listed in (d) is a program service, describe specific type of service(s) in the region _____________ (f) Total expenditures in t nts in the region O ROGRA SERVICES IEETINGS WITHIN THE tEGION 51,568. 0 ROGRA SERVICES IEETINGS WITHIN THE tEGION 1,784. WITHIN THE O ROGRA SERVICES MIDDLE EAST AND NORTH AFRICA NORTH AMERICA CANADA AND MEXICO, BUT NOT THE UNITED STATES 20,379. WITHIN THE O ROGRA SERVICES 12,299. WITHIN THE O ROGRA SERVICES 29,503. WITHIN THE SOUTH ASIA O ROGRA SERVICES SUB-SAHARAN AFRICA NORTH AMERICA CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 ROGRA SERVICES 2,215. WITHIN THE 3a Sub-total 21,829. 0 0 4RANTMAKING 0 0 10,539. 150,116. 0 0 0. 0 0 b Total from continuation sheets to Part I c Totals (add lines 3a and3b) [HA For Paperwork Reduction Act Notice, see the Instructions for Form 990. 150,116. Schedule F (Form 990) 2017 732071 10-06-17 25 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 0 >, C IC) C a) t > E Q C) C) 0 UC 0 0) a) >D - a) a) 0) C Q_ D - a) C o 0 a) o w .°' w CI) D C a) c 0 z — C) H Iii — o a) C t = 0 0 U) ( .2 — w -D U) -D H w z H C) H C) Iii '' Iii z 0 w-c E a) OC H — Iii . : a) <. o ( x a) E x a) 0) a) D a) N C 0 0 a) >, C 0 0 C a) 0 >, A C 0 a) a) o 0) D - C 0 Q a) 0 C cc p >5 00 a) D - = a) a) 0 0 C o 0 0 — a) 0) CC N cc 0- a i5 0 0-c a) C w o c'J 0 c'J 0 C) C) E U-0 Uw Vw C.) Cl) - a) D - C a) a) D - _c 0 C Q)C o ' C 0) o o. E C 00) C o- a) 0) Er 0 a) C.) z 0) a) C 0 - cc 0) C 0 D D - C F— a) 0 .. a . 6a) _D ED (0 = C. = 0 0 c'J E 0 C) C) 0 LI w LI w V C.) Cl) N ScheduleF(FormggO)2017 EDISON ELECTRIC INSTITUTE, INC. 130659550 Page4 Part IV Foreign Forms 1 Was the organization a US. transferor of property to a foreign corporation during the tax year? If Yes, the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926) 2 Yes No Yes No Yes No Yes No Yes No Yes No Did the organization have an interest in a foreign trust during the tax year? If Yes, the organization may be required to separately file Form 3520, Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual In formation Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don t file with Form 990) 3 Did the organization have an ownership interest in a foreign corporation during the tax year? If Yes, the organization may be required to file Form 5471, Information Return of U.S. Persons With Respect To Certain Foreign Corporations (see Instructions for Form 5471) 4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If Yes, the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund (see Instructions for Form 8621) 5 Did the organization have an ownership interest in a foreign partnership during the tax year? If Yes, the organization may be required to file Form 8865, Return of U.S. Persons With Respect to Certain Foreign Partnerships (see Instructions for Form 8865) 6 Did the organization have any operations in or related to any boycotting countries during the tax year? If Yes, the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don t file with Form 990) Schedule F (Form 990) 2017 732074 10-06-17 28 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 ScheduleF(FormggO)2017 EDISON ELECTRIC INSTITUTE, INC. 130659550 Page5 Part V Supplemental Information Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions. 732075 10-06-17 Schedule F (Form 990) 2017 29 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 0 0 LI) 0 z 0 c'J 0 —w .. 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H E C.) 0 w z 0 H C) H C) Iii '' Iii z 0 H Iii N C D DO a) ( ( Z E ( O 0 . a) ct3 0 H H H H H H H H H H H H z H z H z z H 0 z 0 H 0 z 0 H 0 z 0 H 0 z c,I 0 H c,I 0 z c,I 0 H 0 H 0 H 0 H 0 u U 0 u u O H E Z 0 tI u c' ON O -1 H H 0 E 0 - H Z N N c' H 0 Z 1 Z 1 OO (0 0 t E OE ZZ OO E H ( EZ H E H (' Oc' 0 H Ht Z Z 1 0 Z H ENZ 0 • HN 1 OH ZLH tI • H Z OE 1 u Cfl u t -1 N u u C' 0 0 -1 E u u O 1 tI H u u U tI O u u H -1 -1 ZE0 HO H Z ZH O O H 1 • E E Z H Z 0 1 1 H 0D E H-1 HZ H u H c,I z 0 H 0 Z Z H 0 0 c,I Z E D 0 H E--1 1 t -1 O 0 0 c,I 0 H 0 c,I Z 0 H 0 0 0 c,I U N O N u U D cn (' 0 E 1 0 0 Z ZE 0 O( E E E Z t H (! Z OZ H OO tI w 0 C) C) E 0 U- w V C.) Cl) Co C) z H Iii H z H C) H C) Iii '' Iii z 0 H Iii c'J a) C t > Q C) C) E 0 UC 0 0) a) >- Iii z H '' H 0 0 Iii Iii H 0 0 Iii C) z H z z 0 H U Iii '' Iii r:rj Iii Iii U r:rj H r:rj r:rj Iii U r:rj r:rj r:rj H = Compensation Information SCHEDULE J (Form 990) 0MB No. 1545-0047 2017 For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees Complete if the organization answered Yes on Form 990, Part IV, line 23. Attach to Form 990. Department of the Treasury Internal Revenue Service Name of the organization Open to Public Inspection Employer identification number EDISON ELECTRIC INSTITUTE, INC. 13- 06 59 550 I Yes I No la Check the appropriate box(es) if the organization provided any of the following to or for a person listed on Form 990, Part VII, Section A, line la. Complete Part III to provide any relevant information regarding these items. First-class or charter travel Housing allowance or residence for personal use Travel for companions Payments for business use of personal residence Tax indemnification and gross-up payments Health or social club dues or initiation fees Discretionary spending account Personal services (such as, maid, chauffeur, chef) b If any of the boxes on line 1 a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If No, complete Part Ill to explain 2 trustees, and officers, including the CEO/Executive Director, regarding the items checked on line la? 3 lb X 2 X Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all directors, Indicate which, if any, of the following the filing organization used to establish the compensation of the organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III. Compensation committee 4 Written employment contract Independent compensation consultant Compensation survey or study Form 990 of other organizations Approval by the board or compensation committee During the year, did any person listed on Form 990, Part VII, Section A, line la, with respect to the filing organization or a related organization: a Receive a severance payment or change-of-control payment? 4a b Participate in, or receive payment from, a supplemental nonqualified retirement plan? 4b c Participate in, or receive payment from, an equity-based compensation arrangement? 4c X X X If Yes to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III. Only section 50l(c)(3), 50l(c)(4), and 50l(c)(29) organizations must complete lines 5-9. 5 For persons listed on Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation contingent on the revenues of: a The organization? 5a b Any related organization? Sb If Yes on line5aor5b, describe in Part III. 6 For persons listed on Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation contingent on the net earnings of: a The organization? 6a b Any related organization? 6b If Yes on line6aor6b, describe in Part III. 7 For persons listed on Form 990, Part VII, Section A, line la, did the organization provide any nonfixed payments not described on lines 5 and 6? If Yes, describe in Part III 8 Were any amounts reported on Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the 9 If Yes on line 8, did the organization also follow the rebuttable presumption procedure described in initial contract exception described in Regulations section 53.4958-4(a)(3)? If Yes, describe in Part III Regulationssection 534958-6(c)2 .................................................................................................................... [HA For Paperwork Reduction Act Notice, see the Instructions for Form 990. 7 8 9 _________ Schedule J (Form 990) 2017 732111 10-17-17 40 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 C) z H Iii H z H C) H 0 0 C 0 0) C t a) C D a) rg 0 0) a) D - C N a) 0) C a) 0 H D - 5 W V UJ WE — o 2 WO E > Q oa) i W a) 0 o -o D C ) C c u 0 - 9 I I I C - I = - I I - F !1 -D D Ca) C) Iii (l) a) W t 0 ' ' W o Iii z 0 H Iii I W o U) W C.) 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Attach to Form 990 or 990-EZ. Go to www.irs.aov/Form99O for the latest information. Name of the organization 0MB No. 1545-0047 2017 Open to Public Employer identification number EDISON ELECTRIC INSTITUTE, INC. 13-0659550 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: SUPPORTS MORE THAN 7 MILLLION JOBS IN COMMUNITIES ACROSS THE UNITED STATES. IN ADDITION TO OUR U.S MEMBERS, EEl HAS MORE THAN 60 INTERNATIONAL ELECTRIC COMPANIES AS INTERNATIONAL MEMBERS AND HUNDREDS OF INDUSTRY SUPPLIERS AND RELATED ORGANIZATIONS AS ASSOCIATE MEMBERS. ORGANIZED IN 1933, EEl PROVIDES PUBLIC POLICY LEADERSHIP, STRATEGIC BUSINESS INTELLIGENCE, AND ESSENTIAL CONFERENCES AND FORUMS. FORM 990, PART VI, SECTION A, LINE 1: THE BOARD OF DIRECTORS, AFTER EACH ANNUAL ELECTION OF DIRECTORS AND BY THE RESOLUTION ADOPTED BY A MAJORITY OF THE ENTIRE BOARD, MAY DESIGNATE FROM ITS OWN MEMBERSHIP AN EXECUTIVE COMMITTEE OF EIGHTEEN INCLUDING THE CHAIRMAN AND VICE CHAIRMAN. IN ADDITION TO THOSE DESIGNATED TO SERVE ON THE EXECUTIVE COMMITTEE, THE FORMER CHAIRMAN OF THE INSTITUTE WHO CONTINUES AS CHAIRMAN OR CHIEF EXECUTIVE OFFICER OF A CLASS A INSTITUTE MEMBER SHALL SERVE AS EX OFFICIO, NON-VOTING MEMBERS OF THE COMMITTEE. THE EXECUTIVE COMMITTEE MAY EXERCISE ALL THE POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD EXCEPT: 1. APPROVAL OR RECOMMENDATION TO MEMBERS OF ACTION THAT IS REQUIRED TO BE APPROVED BY MEMBERS UNDER STATUTE; 2. THE FILLING OF VACANCIES IN THE BOARD OF DIRECTORS OR IN ANY COMMITTEE THEREOF; 3. THE FIXING OF COMPENSATION OF THE DIRECTORS FOR SERVING ON THE BOARD OR ON ANY COMMITTEE THEREOF; 4. THE AMENDMENT OR REPEAL OF THE BYLAWS OR THE ADOPTION OF NEW BYLAWS; [HA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule 0 (Form 990 or 990-EZ) (2017) 732211 09-07-17 45 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 Name of the organization Employer identification number EDISON ELECTRIC INSTITUTE, INC. 13-0659550 5. THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD WHICH BY ITS TERMS SHALL NOT BE SO AMENDABLE OR REPEALABLE AND AS OTHERWISE REQUIRED BY RESOLUTION OF THE BOARD OF DIRECTORS. THE CHAIRMAN SHALL PRESIDE AT MEETINGS OF THE EXECUTIVE COMMITTEE. VACANCIES IN THE MEMBERSHIP OF THE COMMITTEE SHALL BE FILLED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL KEEP REGULAR MINUTES OF THE PROCEEDINGS AND REPORT THE SAME TO THE BOARD WHEN REQUIRED. FORM 990, PART VI, SECTION A, LINE 6: THE ORGANIZATION HAS THREE VOTING CLASSES OF MEMBERSHIP: OPERATING COMPANY MEMBERS - INVESTOR-OWNED OPERATING ELECTRIC CORPORATIONS ENGAGED IN THE GENERATION, TRANSMISSION, OR DISTRIBUTION OF ELECTRICTY TO THE PUBLIC IN THE US OR ITS POSSESSIONS. EEl'S US SHAREHOLDER-OWNED ELECTRIC COMPANY MEMBERS SERVE VIRTUALLY ALL OF THE CUSTOMERS IN THIS SEGMENT OF THE INDUSTRY AND REPRESENT APPROXIMATELY 70% OF THE US ELECTRIC POWER INDUSTRY. HOLDING COMPANY MEMBERS - BEING CORPORATIONS IN THE US OR ITS POSSESSIONS WHICH BY VIRTUE OF OWNERSHIP OF SECURITIES IN INVESTOR-OWNED CORPORATIONS ARE INTERESTED IN ADVANCING THE BUSINESS OF OPERATING ELECTRICAL COMPANIES IN RELATION TO THE SALE OF ELECTRICITY TO THE ULTIMATE CONSUMER. SUBSIDIARY COMPANY MEMBERS - BEING SUBSIDIARY COMPANIES OF OPERATING COMPANY OR HOLDING COMPANY MEMBERS, SHALL BE ELIGIBLE FOR SEPARATE MEMBERSHIP. PARTICIPATION ON STANDING COMMITTEES AND IN OTHER ACTIVITIES OF THE ORGANIZATION SHALL BE DEFINED BY AND DETERMINED FROM TIME TO TIME BY 732212 09-07-17 Schedule 0 (Form 990 or 990-EZ) (2017) 46 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 Name of the organization Employer identification number EDISON ELECTRIC INSTITUTE, INC. 13-0659550 THE BOARD. THE ORGANIZATION HAS THREE NON-VOTING CLASSES OF MEMBERSHIP: INTERNATIONAL AFFILIATES - EDISON ELECTRIC INSTITUTE'S INTERNATIONAL AFFILIATES PROGRAM PROVIDES THE CRITICAL LINK THAT BRINGS TOGETHER ELECTRIC COMPANIES AROUND THE WORLD WITH THE US ELECTRIC POWER INDUSTRY. THIS SPECIAL PROGRAM OFFERS ELECTRIC COMPANIES OUTSIDE THE US THE OPPORTUNITY TO BECOME EEl MEMBERS REGARDLESS OF THEIR OWNERSHIP FORM. THROUGH ITS EXPANDED INTERNATIONAL INVOLVEMENT, EEl BROADENS THE VALUE OF SHARED EXPERTISE AND EXPERIENCE ON ISSUES OF CONCERN AND INTEREST TO ELECTRIC COMPANIES AROUND THE WORLD. ASSOCIATES - EDISON ELECTRIC INSTITUTE INC. ASSOCIATE MEMBERSHIP IS DESIGNED FOR FIRMS THAT HAVE AN INTEREST IN ADVANCING THE DEVELOPMENT OF THE ELECTRIC POWER INDUSTRY. THESE FIRMS MAY PROVIDE GOODS AND SERVICES TO THE INDUSTRY, BUT MAY NOT BE ENGAGED IN THE GENERATION, TRANSMISSION, DISTRIBUTION, BROKERAGE, OR SALE OF ELECTRICITY. ASSOCIATE MEMBERSHIP HELPS FIRMS TO BETTER KNOW AND UNDERSTAND THE INDUSTRY, THE PEOPLE, AND THE ISSUES. HONORARY MEMBERS - MEMBERS WHO, ON ACCOUNT OF THEIR STANDING OR QUALIFICATIONS, IN THE OPINION OF THE BOARD AND BY ITS ELECTION, ARE ENTITLED TO SUCH HONOR. FORM 990, PART VI, SECTION A, LINE 7A: THE DIRECTORS ARE ELECTED AT THE ANNUAL MEETING BY VOTING CLASS MEMBERS OF THE ORGANIZATION EITHER IN-PERSON OR BY PROXY. 732212 09-07-17 Schedule 0 (Form 990 or 990-EZ) (2017) 47 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 Name of the organization Employer identification number EDISON ELECTRIC INSTITUTE, INC. 13-0659550 FORM 990, PART VI, SECTION A, LINE 7B: THE MEMBERSHIP OF THE ORGANIZATION APPROVES BYLAW AMENDMENTS. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 FOR THE EDISON ELECTRIC INSTITUTE IS REVIEWED BY THE ORGANIZATION'S OUTSIDE CPA FIRM AND REPORTED BY THE ENGAGEMENT PARTNER TO THE INSTITUTE'S EXECUTIVE COMMITTEE IN ADVANCE OF FILING. COPIES OF THE FORM 990 ARE MADE AVAILABLE TO THE EEl BOARD PRIOR TO FILING. THE RETURN IS REVIEWED AND SIGNED BY THE INSTITUTE'S CHIEF FINANCIAL OFFICER. FORM 990, PART VI, SECTION B, LINE 12C: THE ORGANIZATION HAS WRITTEN CONFLICT OF INTEREST POLICIES FOR ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES. EDISON ELECTRIC INSTITUTE INC.'S CODE OF BUSINESS CONDUCT HAS BEEN DISTRIBUTED TO ALL EMPLOYEES AND IS ON THE ORGANIZATION'S INTRANET SITE. THIS DOCUMENT INCLUDES, IN PART, EEl'S CORE VALUES, OPERATING PRINCIPLES, CONFLICT OF INTEREST POLICY AND WHISTLEBLOWER POLICY, WHICH INCLUDES A CONFIDENTIAL 800 TELEPHONE NUMBER. PERIODIC REMINDERS ARE GIVEN. EDISON ELECTRIC INSTITUTE, INC. HAS A WRITTEN DIRECTOR'S CONFLICT OF INTEREST POLICY, APPLICABLE TO ALL MEMBERS OF ITS BOARD OF DIRECTORS, WHICH WAS FORMALLY ADOPTED BY THE ORGANIZATION'S BOARD. PERIODIC REMINDERS ARE GIVEN. THE ORGANIZATION ALSO HAS A CORPORATE COMPLIANCE OFFICER, A POLICY AND PROCEDURE FOR REPORTING VIOLATIONS OF THE CODE OF BUSINESS CONDUCT AS WELL AS CONCERNS ABOUT THE USE OF EDISON ELECTRIC INSTITUTE INC.'S CORPORATE RESOURCES AND FINANCIAL REPORTING AND A VENDOR CODE OF CONDUCT POLICY. THERE HAS NOT BEEN A VIOLATION OF THE CONFLICT OF INTEREST POLICIES; 732212 09-07-17 Schedule 0 (Form 990 or 990-EZ) (2017) 48 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 Name of the organization Employer identification number EDISON ELECTRIC INSTITUTE, INC. 13-0659550 ALTHOUGH WE STAND READY TO ENFORCE THE POLICIES IN APPROPRIATE CIRCUMSTANCES. FORM 990, PART VI, SECTION B, LINE 15: THE COMPENSATION OF THE ORGANIZATION'S CEO IS BASED ON RESULTS FROM COMPENSATION SURVEYS AND A REVIEW BY AN INDEPENDENT CONSULTANT ON AN ANNUAL BASIS. THE CEO'S COMPENSATION IS REVIEWED BY THE ORGANIZATION'S COMPENSATION COMMITTEE AND APPROVED BY THE BOARD. THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS BASED ON RESULTS FROM COMPENSATION SURVEYS AND A REVIEW BY AN INDEPENDENT COMPENSATION CONSULTANT ON AN ANNUAL BASIS. OFFICER COMPENSATION IS REVIEWED BY THE ORGANIZATION'S COMPENSATION COMMITTEE AND APPROVED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE A PUBLIC DOCUMENT AND ARE AVAILABLE ON THE VIRGINIA SECRETARY OF STATE WEB SITE. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC; HOWEVER, THE BALANCE SHEET AND INCOME STATEMENT CAN BE FOUND ON THE FORM 990 WHICH IS MADE AVAILABLE TO THE PUBLIC ON VARIOUS WEB SITES AND UPON REQUEST. FORM 990, PART IX, LINE 11G. OTHER FEES: OTHER CONSULTING FEES TECHNICAL FEES RESEARCH FEES EDUCATIONAL CONSULTING FEES 732212 09-07-17 8,242,096. 225,054. 46,766. 120,250. Schedule 0 (Form 990 or 990-EZ) (2017) 49 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 Name of the organization Employer identification number EDISON ELECTRIC INSTITUTE, INC. 13- 06 59 550 MANAGEMENT CONSULTING FEES 300,000. TEMPORARY HELP 188,355. INFORMATION PROVIDERS 107,841. TOTAL OTHER FEES ON FORM 990, PART IX, LINE 11G. COL A 9,230,362. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: CHANGE IN PROJECTED EMPLOYEE BENEFITS OBLIGATIONS 732212 09-07-17 -1,593,237. Schedule 0 (Form 990 or 990-EZ) (2017) 50 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1 .2. . .c 0) C, C,, 0 CD, 0 CCC) C) C) 0 eC) . — COE C,) c .2 'A . - . — G) C. E 0 0 A w E .2 Ln •t LL-) . t1) V w om r H C a) C) t > d C) C) E 0 UC 0 0) a) >- 0 x a) E x a) D a) a) a) 0 E a) 0 C 0 D - a) -c 0) a) 0 -D C a) C) t > 0 E C) C) 0 UC 0 0) a) >D a) a) - 0) C C 0 C N 0 a) -c a) a) 0 E 0 0 U) 0 C) 0 C. 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Cl) 0 Co Co eq Co ScheduleR(Form 990) 2017 EDISON ELECTRIC INSTITUTE, INC. 13-0659550 page4 Part VI Unrelated Organizations Taxable as a Partnership. Complete if the organization answered ?Yes" on Form 990, Part IV, line 37. Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships. (0) (9) Name, address, and EIN Primary activity Legal domicile irlictogie Area? Share of Share of 20 - re a ,unre a 8 501(0 iunae oun 0X managing . of entity (state or foreign uded from tax un . total end of year of Schedule K-i ownership sections 512-514) es No Income assets es No (Form 1065) es No Schedule Fl (Form 990) 2017 732164 09-11-17 54 ScheduleR(FormggO)2017 EDISON ELECTRIC INSTITUTE, INC. 130659550 Page5 Part VII Supplemental Information. Provide additional information for responses to questions on Schedule 732165 09-11-17 ft See instructions. Schedule R (Form 990) 2017 55 15571115 137216 064-03811200 2017.05000 EDISON ELECTRIC INSTITUTE, 064-OFD1